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The monthly check

This example shows a document that the The monthly check magik would produce. The lab does not exist yet: Mojo builds it the moment you click, with your hours, your prices and your tone. What you read below was invented for this page.

DOCUMENTFichier Clients Prêt : le SIREN de chaque client et les 4 nouvelles mentions, avant le 1er septembre › The monthly checkExample

The monthly check

Customer list check - August 2026

Eleven rows created since the July pass. The rest of the list was not re-checked: it was validated last month and nothing has changed it since.

StateRows
Complete on creation6
Identifier missing4
Likely duplicate1

The four missing identifiers

All four come from the same channel: orders taken over the phone. The website form, which has made the identifier mandatory since March, produced no incomplete rows at all.

That finding is worth more than the clean-up: the hole is not in the list, it is in how phone orders are taken. Four chase-ups this month, four next month, for as long as the question is not asked during the call.

The duplicate

One customer entered twice a fortnight apart, under two spellings. Merged, with both payments attached to the surviving row.

To do

Four collection emails, already drafted. One question to add to the phone order script.

This lab can be yours, with your data where this example stands.

Mojo builds it during the customize session. Very small businesses and freelancers invoicing from a hand-kept customer list: that is who this one is for.